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NEWS TAGGED DIGITIMES
Friday 10 July 2026
ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges

ASE Holdings posted record second-quarter and first-half 2026 revenue, driven by strong demand for advanced semiconductor packaging and...

Friday 10 July 2026
Nanya Technology posts record profit as gross margin nears 80%
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting...
Friday 10 July 2026
Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand

Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence...

Thursday 9 July 2026
Notebook shipment update, May 2026
DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
Sunday 5 July 2026
From Bloomberg to DIGITIMES: building a media model for the AI era
Manhattan is where financial giants gather. By the weekend, the crowds become so dense that near Times Square, even moving through the streets can be difficult. At moments like this,...
Friday 3 July 2026
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
DIGITIMES notes that Arista Networks unveiled XPO at The Optical Fiber Communication Conference and Exhibition 2026 (OFC 2026). Unlike CPO, which is associated with more disruptive...
Wednesday 1 July 2026
Nvidia GPU-network ecosystem tops data center Ethernet switches
According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for...
Monday 22 June 2026
TSMC glass substrate rollout unlikely before 2030

The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving...

Monday 22 June 2026
How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit...

Wednesday 17 June 2026
Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing...

Wednesday 17 June 2026
Research Insight: Japanese automakers pivot to HEV profits, AI, and SDV

Toyota, Honda, and Nissan are accelerating strategy shifts as Chinese automakers rise rapidly, global EV competition intensifies, and...

Tuesday 16 June 2026
Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that...
Monday 15 June 2026
Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full...

Thursday 11 June 2026
Global smartphone industry, 1Q 2026

Introduction

Thursday 11 June 2026
DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed,...